Santa Monica, CA Office

Victus Capital Wealth works with individual and high‑net‑worth clients as well as trusts, pension plans, and business entities, providing comprehensive portfolio management and retirement plan consulting. The firm combines asset management with financial planning and may engage third‑party sub‑advisers for certain client accounts, where the sub‑adviser is typically engaged directly by the client.

The firm’s investment process blends fundamental, technical and cyclical analysis and can include long‑term, short‑term and trading strategies, as well as use of options, margin, short sales and allocations to private equity or private funds when appropriate. Portfolios are monitored and rebalanced regularly under the firm’s fiduciary standard, and retirement plan work includes development of investment policy statements, participant education and ongoing monitoring consistent with ERISA obligations.

A notable disclosure in the brochure is a recent amendment removing references to Kupono Capital, a pooled investment vehicle for which the principals previously served as general partners; the principals no longer serve in that capacity. That prior involvement with a pooled vehicle, together with the firm’s ongoing use of private funds and sub‑advisers and a relatively small four‑advisor team managing roughly $280 million for about 187 clients, distinguishes its background and service mix from many peers.